Rational Advisors’s Sun Life Financial SLF Stock Holding History

Rational Advisors’s Portfolio SLF Stock Details SLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-4,538	Closed	-$182K	–	562
2018 Q2	$182K	Hold	4,538	–	–	0.09%	199
2018 Q1	$187K	Hold	4,538	–	–	0.09%	233
2017 Q4	$187K	Hold	4,538	–	–	0.1%	196
2017 Q3	$181K	Hold	4,538	–	–	0.1%	221
2017 Q2	$162K	Hold	4,538	–	–	0.1%	200
2017 Q1	$166K	Buy	4,538 +567	+14%	+$21.5K	0.11%	174
2016 Q4	$157K	Sell	3,971 -390	-9%	-$14.1K	0.15%	138
2016 Q3	$142K	Buy	+4,361	New	+$140K	0.09%	180

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Rational Advisors's SLF Position: Q3 2018 in Review

Rational Advisors sold out of Sun Life Financial (SLF) in Q3 2018, closing a stake of 4,538 shares — an estimated $182K sold.

Rational Advisors first reported a position in SLF in Q3 2016 and held it in 8 quarters. The position peaked at $187K in Q1 2018. 316 funds tracked by Wall St. Rank hold SLF as of Q3 2018.

Rational Advisors reported no remaining Sun Life Financial position as of Q3 2018 after selling out during the quarter.
Rational Advisors sold 4,538 Sun Life Financial shares in Q3 2018, an estimated $182K.
Rational Advisors first reported a position in Sun Life Financial in Q3 2016 and held it in 8 quarters.
Rational Advisors's Sun Life Financial position peaked at $187K in Q1 2018.
316 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2018.

Based on Rational Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.